HM Payson & Co’s Intuitive Surgical ISRG Stock Holding History

HM Payson & Co’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Sell	3,696 -4,140	-53%	-$1.81M	0.02%	200
2026 Q1	$3.61M	Buy	7,836 +1,272	+19%	+$644K	0.05%	139
2025 Q4	$3.72M	Buy	6,564 +49	+0.8%	+$26.1K	0.05%	132
2025 Q3	$2.91M	Sell	6,515 -35	-0.5%	-$16.8K	0.04%	134
2025 Q2	$3.56M	Sell	6,550 -156	-2%	-$81.6K	0.06%	121
2025 Q1	$3.32M	Sell	6,706 -1,876	-22%	-$1.04M	0.06%	128
2024 Q4	$4.48M	Sell	8,582 -315	-4%	-$164K	0.08%	110
2024 Q3	$4.37M	Buy	8,897 +1	+0%	+$466	0.08%	116
2024 Q2	$3.96M	Sell	8,896 -90	-1%	-$35.8K	0.07%	118
2024 Q1	$3.59M	Sell	8,986 -2,195	-20%	-$829K	0.07%	125
2023 Q4	$3.77M	Buy	11,181 +505	+5%	+$151K	0.08%	119
2023 Q3	$3.12M	Buy	10,676 +36	+0.3%	+$11.2K	0.07%	121
2023 Q2	$3.64M	Buy	10,640 +21	+0.2%	+$6.35K	0.08%	112
2023 Q1	$2.71M	Sell	10,619 -388	-4%	-$95.6K	0.07%	124
2022 Q4	$2.92M	Sell	11,007 -1,691	-13%	-$412K	0.07%	119
2022 Q3	$2.38M	Sell	12,698 -81	-0.6%	-$17.4K	0.07%	130
2022 Q2	$2.56M	Buy	12,779 +50	+0.4%	+$11.7K	0.07%	128
2022 Q1	$3.84M	Sell	12,729 -281	-2%	-$82.1K	0.09%	118
2021 Q4	$4.67M	Sell	13,010 -3,361	-21%	-$1.16M	0.1%	112
2021 Q3	$5.42M	Buy	16,371 +78	+0.5%	+$26.2K	0.13%	101
2021 Q2	$5M	Sell	16,293 -396	-2%	-$111K	0.12%	107
2021 Q1	$4.11M	Sell	16,689 -24	-0.1%	-$6.04K	0.11%	116
2020 Q4	$4.56M	Sell	16,713 -1,182	-7%	-$293K	0.13%	108
2020 Q3	$4.23M	Buy	17,895 +513	+3%	+$115K	0.13%	103
2020 Q2	$3.3M	Hold	17,382	–	–	0.11%	109
2020 Q1	$2.87M	Sell	17,382 -1,830	-10%	-$335K	0.11%	106
2019 Q4	$3.79M	Buy	19,212 +114	+0.6%	+$21.3K	0.12%	107
2019 Q3	$3.44M	Sell	19,098 -363	-2%	-$62.8K	0.12%	108
2019 Q2	$3.4M	Buy	+19,461	New	+$3.33M	0.12%	109
2018 Q4	–	Sell	-21,270	Closed	-$4.07M	–	240
2018 Q3	$4.07M	Sell	21,270 -1,026	-5%	-$182K	0.18%	95
2018 Q2	$3.56M	Buy	22,296 +507	+2%	+$77.3K	0.15%	103
2018 Q1	$3M	Buy	21,789 +9	+0%	+$1.26K	0.12%	116
2017 Q4	$2.65M	Hold	21,780	–	–	0.11%	127
2017 Q3	$2.53M	Buy	21,780 +180	+0.8%	+$19.6K	0.11%	132
2017 Q2	$2.25M	Hold	21,600	–	–	0.1%	134
2017 Q1	$1.84M	Hold	21,600	–	–	0.08%	143
2016 Q4	$1.52M	Hold	21,600	–	–	0.07%	154
2016 Q3	$1.74M	Hold	21,600	–	–	0.08%	144
2016 Q2	$1.59M	Hold	21,600	–	–	0.08%	145
2016 Q1	$1.44M	Sell	21,600 -5,400	-20%	-$335K	0.08%	150
2015 Q4	$1.64M	Hold	27,000	–	–	0.08%	150
2015 Q3	$1.38M	Hold	27,000	–	–	0.07%	152
2015 Q2	$1.45M	Hold	27,000	–	–	0.07%	158
2015 Q1	$1.51M	Sell	27,000 -18	-0.1%	-$1.02K	0.08%	153
2014 Q4	$1.59M	Buy	27,018 +18	+0.1%	+$1K	0.08%	153
2014 Q3	$1.39M	Hold	27,000	–	–	0.07%	152
2014 Q2	$1.24M	Hold	27,000	–	–	0.06%	160
2014 Q1	$1.31M	Hold	27,000	–	–	0.07%	150
2013 Q4	$1.15M	Hold	27,000	–	–	0.06%	157
2013 Q3	$1.13M	Hold	27,000	–	–	0.07%	155
2013 Q2	$1.52M	Buy	+27,000	New	+$1.49M	0.09%	139

Other funds holding ISRG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

HM Payson & Co's ISRG Position: Q2 2026 in Review

HM Payson & Co reduced its Intuitive Surgical (ISRG) stake by 53% in Q2 2026, selling an estimated $1.81M and leaving 3,696 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #200.

HM Payson & Co first reported a position in ISRG in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.42M in Q3 2021. 636 funds tracked by Wall St. Rank hold ISRG as of Q2 2026.

HM Payson & Co held 3,696 shares of Intuitive Surgical worth $1.47M as of Q2 2026.
HM Payson & Co sold 4,140 Intuitive Surgical shares in Q2 2026, an estimated $1.81M.
Intuitive Surgical made up 0.02% of HM Payson & Co's portfolio in Q2 2026, its #200 holding.
HM Payson & Co first reported a position in Intuitive Surgical in Q2 2013 and has held it in 51 quarters since.
HM Payson & Co's Intuitive Surgical position peaked at $5.42M in Q3 2021.
636 funds tracked by Wall St. Rank held Intuitive Surgical as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.